HubSpot

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Capabilities

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Setup

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Connect via OAuth

1. Go to Settings → Connections in Duckie
2. Find HubSpot and click Connect
3. You’ll be redirected to HubSpot to authorize
4. Select the HubSpot account to connect
5. Grant Duckie the requested permissions
6. You’ll be redirected back to Duckie

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Using as a Knowledge Source

1. Go to Train → Knowledge
2. Click Add Source
3. Select HubSpot
4. Choose which knowledge base to sync
5. Click Start Sync

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Using as a Deployment Trigger

1. Go to Deploy
2. Click Create Deployment
3. Select your agent
4. Choose HubSpot as the trigger
5. Configure events:
   • New conversation — When a chat starts
   • Customer reply — When a customer responds

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Available Tools

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Using CRM Data in Responses

• Customer name and company
• Previous interactions
• Deal status
• Custom properties

When helping a customer, first check their company status:
- Use @hubspot_get_company to see if they're a premium customer
- Adjust tone and priority based on their tier

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Best Practices

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Leverage Contact Context

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Sync Your Knowledge Base

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Troubleshooting

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”Unable to access conversations”

• Verify you connected with an account that has Conversations access
• Check that your HubSpot plan includes the Conversations inbox

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”CRM data not found”

• Ensure the contact exists in HubSpot
• Verify Duckie has permission to access CRM objects